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  • $55 hourly
    • 4.9/5
    • (75 jobs)
    As a Business Development Specialist with a rich background in Business Intelligence, my core competencies include market and company research, expertly crafting B2B prospect lists, and delving into the nuances of business data. I excel in prospect list building, using advanced techniques in Excel and other platforms to create comprehensive and targeted lists. My skill set extends to data collection, where I employ methods like data scraping and web development to gather and refine the data needed for effective business strategies. 🟩 In the realm of B2B marketing, where data is king, my experience is extensive: ✔️List Building and Data Analysis: Utilizing data scraping tools and web development skills, I build valuable databases essential for effective list building and in-depth data analysis. -✔️Market and Competitor Research: Through comprehensive research, I deliver insightful competitive analysis and intelligence, which are crucial for strategic business planning. Tools like Digital Ocean and AI solutions like generative AI play a significant role in this process. ✔️-Data Workflow Automation: Leveraging Python and the Google Cloud Platform, I ensure that data workflows are automated and seamlessly integrated, leading to more informed, data-driven decisions. 🟩As a Business Development Specialist focused on Business Intelligence, my expertise encompasses a broad spectrum of skills and tools: ✔️-Market and Company Research: I delve deeply into market dynamics and company specifics using platforms like Crunchbase, Hoovers, and ZoomInfo. This allows for a thorough understanding of market trends and competitor strategies. ✔️-Excel Prospect List Building: Leveraging Excel's advanced features, I craft detailed B2B lists, ensuring they are rich in quality and relevance for specific marketing campaigns. ✔️-Business Data Management: My approach to business data involves meticulous collection and analysis, using tools like BigQuery and Data Warehouses to manage and interpret large datasets. ✔️Data Collection and Scraping: I employ sophisticated data scraping techniques, coupled with my skills in web development using platforms like GoHighLevel, Wix, and GoDaddy, to gather and refine pertinent data. ✔️-Web Development: Integrating advanced web technologies, I develop user-friendly platforms for effective data presentation and interaction, enhancing both the user experience and data accessibility. ✔️Business Valuation: Leveraging methodologies like Discounted Cash Flow (DCF) and Comparable Company Analysis, I accurately assess the value of businesses in diverse industries. This critical process considers future earnings, market positioning, and industry-specific trends. ✔️M&A Strategy: In the realm of mergers and acquisitions, I focus on identifying synergistic opportunities for growth and diversification. My role involves meticulously planning and executing acquisition strategies, ensuring they align with overall business objectives. ✔️Private Equity Insights: My experience in private equity includes identifying potential investment opportunities in privately held companies, guiding them through growth phases, and preparing for eventual sale or public offering. ✔️Deal Structuring and Due Diligence: I am adept at structuring deals to maximize value and minimize risk. This includes comprehensive due diligence, covering financial, legal, and operational aspects to uncover potential risks or liabilities. ✔️Market Analysis: My market analysis skills are crucial in navigating the complex dynamics of the M&A and private equity landscape, helping to pinpoint lucrative opportunities and anticipate potential challenges. 🟩My specialization also extends to: ✔️Building Sales Lead Lists and Email Databases: I help businesses to expand their reach accurately and efficiently, using targeted email databases and sales lead lists. ✔️Task Automation for Efficiency: By automating repetitive tasks, I streamline business processes and strategically allocate resources, ensuring maximum impact. Tools like Trifacta and API integration techniques are key in this area. ✔️-Client Communication: I place a strong emphasis on clear and consistent communication, building collaborative relationships with clients to achieve their business objectives. 🟩 With a comprehensive suite of tools and a strategic approach, I provide: ✔️-Innovative Market Insights: Using AI tools and Bombora intent data, I offer insights that keep business strategies adaptive and forward-thinking. ✔️Data into Actionable Plans: Transforming complex data into clear, actionable plans is a cornerstone of my approach, ensuring businesses can navigate through challenges and opportunities alike. ✔️-Driving Growth and Market Presence: My focus is on turning data-driven insights into substantial growth and establishing a formidable presence in the market.
    Featured Skill Mergers & Acquisitions
    Target Market Research
    Private Equity
    Data Analytics
    Data Collection
    Data Scraping
    Business Development
    Business Intelligence
    List Building
    Automation
    Generative AI
    B2B Marketing
    Lead Generation
    Market Research
    Competitive Analysis
  • $225 hourly
    • 4.8/5
    • (4 jobs)
    As the Managing Partner of US based CPA firm and Net Suite consulting firm, I bring over 2 decades of highly effective and results-driven expertise in accounting, tax, finance, and IT. With a strategic, risk-based approach, I excel in resolving complex issues across multinational companies, ensuring operational efficiency and financial success. My specialization lies in tax planning, both domestically and internationally, with a focus on minimizing liabilities and maximizing benefits for our clients. I have a proven track record of leading the implementation and upkeep of global ERP and reporting systems, including NetSuite, Oracle, Hyperion, and OBIEE, streamlining processes and enhancing decision-making capabilities. In addition, I possess exceptional competency in mergers and acquisitions and corporate finance transactions, guiding clients through every stage with precision and insight. My extensive experience in both US GAAP and IFRS standards allows me to provide comprehensive accounting solutions tailored to each client's needs, ensuring compliance and maximizing financial transparency. As Managing Member, I am committed to driving the success of our firm by delivering unparalleled expertise in tax planning, M&A, and accounting AI, ensuring our clients receive the highest level of service and strategic guidance in today's dynamic business landscape.
    Featured Skill Mergers & Acquisitions
    CPA
    Compliance
    SAP HANA
    Management Consulting
    Business Process Outsourcing
    Finance & Accounting
    Valuation
    Tax Return
    Real Estate
    Tax Planning & Advisory
    Oracle NetSuite
    ERP Software
    Financial Planning
    Accounting
  • $110 hourly
    • 5.0/5
    • (5 jobs)
    My name is Kent and I am a 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐰𝐢𝐭𝐡 𝟏𝟓+ 𝐲𝐞𝐚𝐫𝐬 of professional experience helping startups and small to medium-sized businesses achieve their financial targets while boosting bottom-line profitability by an average of 30% through strategic financial planning and modeling, insightful analytics and CFO-level guidance. 🚀 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐒𝐄𝐑𝐕𝐈𝐂𝐄𝐒 𝐓𝐎 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔𝐑 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 𝐆𝐑𝐎𝐖 📊 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 Empower your business with strategic planning, comprehensive financial reporting and insightful analysis to guide your business strategy and growth. 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 Accurate budgeting, strategic forecasting, and custom KPI dashboards to track financial performance, while identifying potential risks and opportunities. 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 Detailed and insightful financial reporting, financial modeling and in-depth analysis that empower data-driven decision making to support your company's financial objectives and business goals. 📊 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠 Reliable accounting services that provide timely and accurate monthly reporting, payroll management, financial compliance and tax preparation and planning. 📊 𝐑𝐢𝐬𝐤 𝐈𝐝𝐞𝐧𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐂𝐨𝐬𝐭 𝐑𝐞𝐝𝐮𝐜𝐭𝐢𝐨𝐧 Proactive analayis to help streamline business operations and processes for optimum resource allocation and sustainable business growth, with a focus on profitability. ============================ 🏆 𝐅𝐈𝐕𝐄-𝐒𝐓𝐀𝐑 𝐂𝐋𝐈𝐄𝐍𝐓 𝐅𝐄𝐄𝐃𝐁𝐀𝐂𝐊 🏆 "𝐊𝐞𝐧𝐭 𝐰𝐚𝐬 𝐟𝐚𝐧𝐭𝐚𝐬𝐭𝐢𝐜 𝐚𝐧𝐝 𝐞𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐤𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞𝐚𝐛𝐥𝐞 about the accounting space in the US. He provided invaluable insights that have greatly helped our business simplify complex tax, expense, and compliance matters, making it significantly easier for our customers to understand their financial obligations. I highly recommend Kent. He was truly outstanding and a pleasure to work with! " Tak M., Founder "For the past year and a half, Kent was a contract CFO for our company, reporting directly to me. His 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐰𝐚𝐬 𝐞𝐱𝐜𝐞𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐧𝐝 𝐡𝐢𝐬 𝐝𝐞𝐝𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐭𝐨 𝐞𝐱𝐜𝐞𝐥𝐥𝐞𝐧𝐜𝐞 𝐰𝐚𝐬 𝐮𝐧𝐞𝐪𝐮𝐚𝐥𝐞𝐝. Kent is fearless in his business approach and his instincts are impeccable." Rene R., CEO "Over the course of many years, we have continued to hire Kent as our "go-to" financial consultant for the simple reason that 𝐡𝐞 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐨𝐮𝐭𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 for us. Kent really excels at taking on any level challenge and always finds a way to deliver superior results." Mark F., Vice President ============================ ✅ 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐀𝐝𝐯𝐚𝐧𝐜𝐞𝐝 - 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐏𝐫𝐨𝐀𝐝𝐯𝐢𝐬𝐨𝐫 ============================ 🎯 𝐋𝐞𝐭'𝐬 𝐓𝐚𝐥𝐤 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲! Ready to elevate your business with expert financial strategy and CFO-level guidance? ➤ 𝐌𝐞𝐬𝐬𝐚𝐠𝐞 𝐦𝐞 𝐨𝐧 𝐔𝐩𝐰𝐨𝐫𝐤 𝐓𝐨𝐝𝐚𝐲 to schedule a CFO Consultation. I typically respond within 6 hours and am here to support your financial success. ============================ 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐅𝐎 𝐚𝐧𝐝 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲: ☑️ Strategic Planning and 5-Year Plans ☑️ Financial Management and Reporting ☑️ GAP Analysis and Cost Reduction ☑️ Streamlining Operations ☑️ Raising Capital and Financing ☑️ Mergers and Acquisitions 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐚𝐧𝐝 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬: ☑ Budgeting and Forecasting ☑ Financial Modeling and Analysis ☑ KPI Reporting Dashboards ☑ Budget Variance Analysis ☑ Business Plan Pro-Forma ☑ Investor Pitch Decks 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠, 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐁𝐨𝐨𝐤𝐤𝐞𝐞𝐩𝐢𝐧𝐠: ☑ Fractional Controller Services ☑ Month-End Close and Reporting ☑ Full-Service Bookkeeping ☑ Inventory Accounting and Fixed Assets ☑ Internal and External Audits ☑ Business Tax Preparation 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐚𝐧𝐝 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧: ☑ QuickBooks Online Certified ProAdvisor ☑ XERO - Certified Advisor ☑ Oracle Financial Reporting 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐚𝐧𝐝 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐢𝐧𝐠 𝐒𝐨𝐟𝐭𝐰𝐚𝐫𝐞: ☑ Financial Dashboard Models ☑ MS 365 ☑ Excel ☑ Netsuite ☑ Oracle ☑ QuickBooks ☑ Sage ☑ Business Objects ============================ ➤ 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐒𝐄𝐑𝐕𝐄𝐃: Payments, Software, SAAS, Publishing, Construction, E-Comm, Retail, Technology, Fintech, Distribution and Wholesale, Financial Services, Professional Services, Gaming, and Real Estate. ============================ Fractional CFO, Financial Strategy, Financial Reporting, Financial Modeling, Strategic Planning, Budgeting and Forecasting, Cash Flow Analysis, Tax Compliance, Mergers & Acquisitions, QuickBooks Certified ProAdvisor ============================
    Featured Skill Mergers & Acquisitions
    Bookkeeping
    Accounting
    Tax Strategy
    Business Consulting
    Forecasting
    Cash Flow Analysis
    Financial Reporting
    Financial Statements Preparation
    Financial Analysis & Valuation
    Financial Modeling
    Strategic Planning
    Financial Management
  • $300 hourly
    • 4.9/5
    • (59 jobs)
    Dustin has experience providing tax and business services—including the reformation and restructuring of large multi-national businesses—to achieve strategic tax and business objectives. Dustin works with business owners, corporate officers, and other advisors in structuring acquisitions, dispositions, reorganizations, and corporate financing arrangements to provide efficient solutions to tax and business issues across a variety of industries. Dustin's experience includes business formation and structuring, negotiating and drafting mergers and acquisition documents, professional service and consulting agreements, employment, and independent contractor agreements, lease agreements, shareholder and joint venture agreements, vendor agreements, and policies and procedures. In addition, Dustin has extensive experience advising business clients on regulatory, licensing, and compliance issues, and day to day business and operational issues. In addition to his planning experience, Dustin advises clients about their tax matters at the federal, state, and international levels with experience in income, employment, and excise tax issues. Dustin has experience resolving taxpayer issues during IRS examination or collection status, including negotiating pre-assessment modifications, installment agreements, offers in compromise, and requests for collection due process relief. Dustin has also handled tax litigation matters, more recently including the representation of business entities involved with conservation easement transactions. Prior to becoming an attorney, Dustin served in an Army special operations unit during Operation Enduring Freedom, earning numerous awards for selfless service. Dustin brings that same dedication, selfless service, and tenacity to his clients. The global perspective inherent in today's special operations forces provides Dustin with a unique and insightful approach to representing clients in all stages of their tax matters.
    Featured Skill Mergers & Acquisitions
    Stock Issuance
    State Bar of Texas
    Startup Consulting
    Litigation
    Software Licensing
    Contract Law
    SEC Regulation
    Stock Option Agreement
    Private Equity
    Venture Capital Consulting
    Tax Law
    Real Estate Law
    Corporate Law
  • $100 hourly
    • 5.0/5
    • (7 jobs)
    ✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 6 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is completed by me -Providing quality wok and clear communication is important to me I look forward to working with you!
    Featured Skill Mergers & Acquisitions
    Cash Flow Analysis
    Forecasting
    Real Estate
    Financial Analysis
    Microsoft Excel
    Financial Planning
    Underwriting
    Financial Report
    Financial Modeling
    Valuation
    Financial Projection
    Investment Banking
    Private Equity
    Pro Forma Statement
  • $60 hourly
    • 4.7/5
    • (29 jobs)
    I help VC firms and emerging managers run tighter, smarter, more professional operations. Over the past 2 years, I’ve worked directly with GPs and fund admins to: Build automated workflows in Airtable, Notion, and Google Sheets Create high-trust LP updates and capital call templates Clean up messy data rooms and investor dashboards Support fundraising with LP pipeline management + cold outreach I understand how lean VC shops run—especially those under $250M AUM—and I know how to make ops frictionless so GPs can focus on deals, not docs. What I specialize in: ✅ LP reporting & investor comms ✅ Back office workflows (capital calls, distribution tracking, fund docs) ✅ CRM setup & LP pipeline management ✅ Fund admin coordination & data sanity ✅ Pitch deck cleanup & Notion investor hubs Whether you're an emerging manager, solo GP, or fund ops lead—I can step in, clean up, and stabilize your workflows within days.
    Featured Skill Mergers & Acquisitions
    Real Estate
    Private Equity
    Venture Capital Consulting
    Venture Capital
    Business Operations
    Competitive Analysis
    Business Consulting
    ChatGPT
    Financial Analysis & Valuation
    Business Strategy
    Market Research
    Financial Modeling
    Microsoft Excel
    Research & Strategy
  • $60 hourly
    • 5.0/5
    • (2 jobs)
    My name is Quincy Gause, I am 29 years old, from Dallas, Tx and I have a bachelor's degree in Business management. I am a working model, Amazon seller, content creator & hobbyist. I have worked in top companies handling their marketing departments for years and felt it is time for me to take my talents and focus on using them for myself.
    Featured Skill Mergers & Acquisitions
    Microsoft Office
    Advertisement
    Press Advertising
    Outbound Sales
    Administrate
    Account Management
    Business
    Adobe Inc.
    Paid Media
    Accounting
    Customer Acquisition
    Management Accounting
    Process Infographics
    Invoicing
  • $125 hourly
    • 5.0/5
    • (0 jobs)
    As an expert Ops leader, Collaborative Business Scale Architect, and Growth Accelerator, I have helped many small-medium enterprises (SMEs) overcome common challenges that arise when balancing growth with streamlined operations. Some of these challenges include scaling the business without compromising efficiency, building a high-performing team, and managing resources to avoid burnout and operational setbacks. My expertise lies in addressing these roadblocks by optimizing people, processes, products, profits, and innovation. If you're interested, I would be happy to discuss how I can support your company's growth ambitions through a brief call. To give you an idea of my experience, I specialize in scaling businesses in the $4M-$50M range with 20 - 500 HC. I help businesses achieve significant revenue gains (3x-5x) by building high-performing teams and maximizing efficiency. My areas of expertise include: • Strategic Framework & Planning: Devise winning strategies, align teams, and achieve objectives. • Business Transformation: Implement innovative solutions for streamlined processes, enhanced efficiency, and scalability. • M&A Frameworks & Integration: I have demonstrated expertise in leading M&A initiatives, from due diligence to integration, to capitalize on synergies and drive business expansion. • Growth Acceleration: Identify and capitalize on market opportunities for rapid expansion. • Governance & Compliance: Ensure adherence to regulations and manage risk effectively. • Financial Management: Oversee budgeting, forecasting, and financial health. • Leadership Team Organization: Proficient in structuring and managing high-performing leadership teams, fostering collaboration, and empowering individuals to excel in their roles. Check me out on LinkedIn: Elizabeth Pietrzak
    Featured Skill Mergers & Acquisitions
    IT Compliance Audit
    Post-Merger Integration
    Cross Functional Team Leadership
    Leadership Skills
    Customer Experience
    Growth Strategy
    Partnership Development
    Customer Satisfaction
    Operations Management Software
    Business IT Alignment
    Product Strategy
    Strategic Planning
    Change Management
    Business Operations
  • $200 hourly
    • 5.0/5
    • (3 jobs)
    Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner
    Featured Skill Mergers & Acquisitions
    FinTech
    Investment Research
    Investment Banking
    Fundraising
    Management Accounting
    Management Consulting
    Corporate Finance
    Financial Consulting
    Financial Analysis & Valuation
    Financial Reporting
    Microsoft Excel
    Presentations
    Financial Projection
    Financial Modeling
  • $250 hourly
    • 5.0/5
    • (34 jobs)
    ⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 10 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance
    Featured Skill Mergers & Acquisitions
    Fundraising
    Fundraising Presentation
    Finance & Accounting
    Corporate Finance
    Capital Markets
    Business Strategy
    Personal Finance & Wealth Management
    Microsoft PowerPoint
    Investment Strategy
    Investment Research
    Financial Analysis & Valuation
    Financial Modeling
    Private Equity
    Investment Banking
  • $225 hourly
    • 5.0/5
    • (4 jobs)
    I am a seasoned finance executive with over a decade of experience in both corporate and startup environments, specializing in strategic financial planning, operational efficiency, and financial modeling. Having navigated the complexities of a $15B public company and led the financial operations of a VC-backed startup, I bring a wealth of knowledge in scaling businesses, optimizing processes, and delivering clear, actionable insights. In my corporate role, I managed a $2B P&L and led financial strategy for international business units, ensuring profitability while handling complex operations. In the startup world, I established the financial infrastructure from the ground up, led successful funding rounds, managed GAAP audits, and served as the primary financial liaison with the board and investors. CORE COMPETENCIES: Financial Modeling & Analysis: Building dynamic financial models to improve cash flow management, drive key business decisions, and assess ROI on strategic initiatives. Process Improvement & Automation: Streamlining financial operations by implementing efficient systems and automating repetitive tasks, reducing errors and freeing up team resources for more valuable work. Audit & Fundraising Preparation: Preparing audit-ready financials, data rooms, and reports for fundraising, acquisitions, and M&A processes. Strategic Financial Planning: Partnering with executive teams to create long-term financial plans, optimize working capital, and provide actionable insights for growth. Reporting & Dashboards: Developing real-time reporting tools and dashboards that provide clarity on financial performance, margins, and unit economics. I also handle board reporting, investor reporting, and lender compliance. Tech Implementation: Carta, Brex, Ramp, A2X, and other software solutions to make enable streamlined accounting & finance operations in your business. WHO I WORK BEST WITH: I thrive in high-growth environments where companies are scaling rapidly and need to professionalize their financial operations. Whether you’re transitioning from basic bookkeeping to more sophisticated financial analysis or preparing for your first funding round, I provide the expertise and structure necessary to elevate your financial capabilities. Typical clients include: Businesses experiencing rapid growth and outgrowing their current finance function. Companies needing advanced financial models and reporting to support strategic decision-making. Founders looking to move beyond basic accounting to more in-depth financial insights and operational efficiency. Organizations preparing for audits, fundraising, or acquisition with a need for clear, organized financial data. HOW I CAN HELP: Implement robust financial processes and ensure GAAP-compliant reporting. Build custom financial models to forecast cash flow, analyze pricing strategies, and improve profitability. Optimize working capital and ensure financial stability through proactive financial management. Lead audits and investor presentations, ensuring clean, organized data rooms. Provide CFO-level insights and reporting, helping you make informed decisions that drive growth. LET'S CONNECT! If you're looking for a finance expert who can not only handle the day-to-day but also provide strategic insights to grow your business, let's connect. I bring a hands-on approach and am committed to delivering results that align with your business goals. Whether it’s financial modeling, process improvement, or scaling your finance operations, I’m ready to make an immediate impact. Please don't hesitate to reach out! I'm happy to jump on a call and discuss your needs.
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    Investor Roadshow
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    Startup Company
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    Business with 1-9 Employees
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  • $300 hourly
    • 5.0/5
    • (69 jobs)
    I am Texas licensed attorney. Experience of working in wide range of industries including but not limited to Ecommerce, IT, Real Estate, Staffing, Auto, Healthcare, etc., Practice areas include Corporate: incorporation of business entities, drafting of operating agreements, by-laws, and business contracts; Commercial: business disputes resolutions, demand letters, cease and desist letters, FTC laws/rules compliance, trademark filings, dealing with insurance companies, negotiations, settlements of disputes, commercial real estate, mergers and acquisitions, marketplace provider/facilitator sales tax audit defence, and business litigation Litigation: business disputes, personal injury, cross-border matters, reinstatement of ecommerce stores, IP infringement lawsuits, maritime matters, drafting of litigation pleadings, motion practice, legal research, white-collar defense. anti money laundering help. Estate planning: Revocable living family trust Immigration: E2 visas and EB2 NIW Website: YaserMLaw.com
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  • $150 hourly
    • 4.6/5
    • (6 jobs)
    LinkedIn: Dana Deibel, MBA, SPHR Global Human Resources & Operations Leader & Executive Coach Executive leader with broad experience supporting business growth and transformation. Over 20 years as a Fortune 500 Human Resources Executive, Executive Coach, HR and Operations Consultant and Business Owner. Returning to Corporate America in a full-time role or contracting/consulting roles now that personal glamping business operations are self-sustaining and pending sale. Extensive HR leadership experience in a broad range of functional areas, including leading planning and strategy, organizational design and effectiveness, operational excellence, talent strategy and development, culture, M&A and integration, global change management, compensation and employee relations. Demonstrated effectiveness in building stakeholder partnerships and navigating complex, matrix organizations. Success in people leadership and managing large on-site, hybrid and remote teams. Certified SPHR, certified Korn Ferry 360 Executive Coach, and certified Prosci ADKAR Organizational Change Management Practitioner. Industry experience: Energy & Alt-Energy, Manufacturing, Technology, Utilities, Automotive, Distribution, Retail, Staffing, Consulting, Alt-Education, Real Estate, Recreation and Hospitality. Full-time roles 1998 to Present: Director, Human Resources - Americas Region at Emerson Global Director, Human Resources at Tesla Americas Region Senior Human Resources Manager at Eaton Global Employee Relations & Compensation Manager & Global HRBP at Eaton Regional Human Resources Manager at Eaton Human Resources Business Partner at Eaton Assistant Vice President, Human Resources at JPMorgan Chase Human Resources Generalist at Limited Brands Operations Manager at Kraft Foods and Crane Plastics Companies contracted and consulted for 2021 to Present: Storeyline Executive Coach role (Global) Foodspace Technology (Boston), Compello Partners (LA), CanvyLabs (Seattle), ECOrk America (Houston), Rover Plus Nine (Ft. Worth), SV Motors (Houston), Highmark Recruiting Solutions (Detroit), T4 Auto Solutions (Houston), CypressExotix (Cypress), EverRamp (US), The Island School (Bahamas), and EMAS Group (Houston). Company personally owned and prepped for sale 2021 to Present: Recreate Holdings LLC, recreational real estate investment and development identifying and transforming public spaces. Current commercial project: Outpost 203 – Camp & Glamp, Plantersville, TX, a rural glamping resort just outside the 3rd largest US metro Greater Houston area, designed from the ground up, built, and launched, complete with cabins, glamp tents, vintage campers, RV/tent sites and amenities. Streamlined and automated all business operations including hiring and training site management, marketing, guest services, housekeeping, facilities and groundskeeping supporting 5-Star rated accommodations.
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    Organizational Design & Effectiveness
    Competencies Assessment
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  • $65 hourly
    • 5.0/5
    • (4 jobs)
    Offering over 15 years of experience as a HR partner supporting business initiatives such as performance management, terminations, workplace investigations, mergers and acquisitions, corporate training and development, reductions in force, leaves of absence, workplace accommodations, recruiting, and applying practical knowledge of U.S. employment law for federal contractor, union and non­union employees. Skilled in template creation, SOP development and policy writing. Experienced working in a variety of segments, including hospitals, universities & schools, retail, sales, corporate services, energy and resource groups, and government entities. International experience working with employees in the United States, Canada, U.S. Territories, Asia and Europe.
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    Leadership Skills
    Microsoft Excel
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    Salesforce
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    Advertisement
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    Microsoft Office
    Performance Management
    Training & Development
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    Human Resource Management
  • $10 hourly
    • 5.0/5
    • (9 jobs)
    Skills Summary I have good communication skills both in English and in Spanish, quick learner can work in a fast paced environment self motivated eager to always learn something new
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  • $89 hourly
    • 5.0/5
    • (4 jobs)
    Thank you for reviewing my profile! I am a well-versed financial analyst with 15 years post-MBA experience in both large corporate and small business engagements. Much of my experience starts with huge data sets and/or financial models in Excel that I formulate into executive-level reporting and recommendations. A keen eye for details is required in my day to day as my typical audience is the investor, banker, and executive leadership community. That translates to precise and clean outputs for my projects as a MUST! I perform deep and wide online research, be it for market/macro trends, "the next big thing," specific transactions or personnel news, or just to improve my personal knowledge. Additionally, with a language undergraduate, I am well-versed in proofreading, editing, and creating copy on any variety of subjects, but often technical in nature. I couple quantitative and qualitative abilities in almost all I do! Specialties: * Financial Modeling * M&A and Divestiture Analysis, Due Diligence, and Reporting * Financial Planning & Analysis * Budgeting and Forecasting * Margin Analysis * Long Range Planning * Executive/Investor Reporting and Analysis * Special Project Management * Training and Education * Finance Software Implementation * Research * Proofreading, editing, and Creating Copy
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    Post-Merger Integration
    Data Interpretation
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    Financial Modeling
    Construction
    Microsoft Excel
    Corporate Finance
    Editing & Proofreading
    Economics
    Microsoft PowerPoint
    Data Analysis
    Strategy
    Financial Analysis
    Real Estate
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    SKILLS * Team Collaboration * Client Relationship Management * Recruiting and Sourcing * Corporate Branding * Boolean Searches * LinkedIn Sourcing * Recruitment Strategies * Talent Acquisition * Verbal and Written Communication * Global Recruitment, PROFESSIONAL SUMMARY Goal oriented Talent Sourcer focused on developing effective recruitment strategies to meet company employment needs. Leverages traditional and online methods to bring in top talent. Well-versed in job fair, event and college recruitment strategies. Motivated to achieve demanding targets under tight deadlines. Proficient in developing and overseeing diverse candidate pipelines.
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    Sales
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  • $175 hourly
    • 0.0/5
    • (1 job)
    I'm a managing partner at Trailhead Partners, an M&A advisory firm focused on businesses in the $1-30m enterprise range. We talk to both buyers and sellers of small businesses everyday and focus entirely on understanding the valuation and funding landscape of these deals. Prior to founding Trailhead, and after selling my own business, I worked at Transitus Capital, a boutique investment bank, focusing on sell-side advisory transactions. I entered acquisitions and small business ownership when I acquired a waste management business from its retiring founder in Dallas. I led this business for four years, growing the company and my passion for mergers and acquisitions throughout the process. While owning my business, I identified a need for better software for waste management companies and founded a software company focused on the roll-off industry, which I continue to run today. Our current engagements at Trailhead are wide-ranging: - Sell-side engagement with a professional services firm, expected to transact between $25-30m in total enterprise value - Sell-side engagement with a small home service repair and installation business, expected to transact just under $1m in enterprise value - Numerous valuation assignments - Buy-side M&A support to assist in defining valuation ranges and Letter of Intent terms
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    Acquisitions
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    Business Valuation
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  • $225 hourly
    • 0.0/5
    • (1 job)
    I’m a seasoned Finance Leader with over 20 years of experience in the software and technology services space. Whether you are in hyper-growth mode and need to implement full-cycle accounting procedures or an ERP to support your organization’s operations, or if you are ready for an exit and need financial guidance to maximize your closing valuation, I will relentlessly pursue and deliver the results you are looking for.
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    Treasury Management
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    Resource Allocation
    Microsoft Dynamics 365
    Sage Intacct
    Oracle NetSuite
    Tech & IT
    SaaS
  • $75 hourly
    • 0.0/5
    • (0 jobs)
    Financial Consultant with 33 Years of Expertise in Public and Private Accounting and HR! Accomplished, visionary, and grounded CFO and HR Executive with deep experience in both accounting, finance, and human resources—bringing over 25 years of cross-industry leadership across wholesale grocery distribution/logistics, print media, medical software, consulting engineering (AEC), multi-location and multi-state healthcare services, digital banking, medical device manufacturing, and public accounting. Proven success leading at the C-suite level across both disciplines, with full ownership of financial strategy, budgeting, forecasting, audits, tax, treasury, M&A, ESOPs, and regulatory compliance—paired with end-to-end HR leadership, including talent acquisition, payroll, labor law compliance, employee relations, organizational design, HR policy development, and culture transformation. Experienced in managing multi-state and multi-location operations, with international experience in the Americas, Latin America, Europe, and the Far East. Skilled in labor relations strategy, including union avoidance and compliance with the NLRA. Led full-cycle HR, including complex investigations, corrective action, and policy enforcement across highly regulated environments. I lead with servant leadership, mentorship, and humility—earning trust by listening first, removing obstacles for my team, and leading with clarity, fairness, and grace. I’ve built high-integrity teams, stabilized organizations in times of transition, and helped businesses grow with purpose and precision.
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    Employee Onboarding
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    ERISA
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  • $80 hourly
    • 0.0/5
    • (0 jobs)
    EXECUTIVE SUMMARY Experienced finance executive with multifaceted and cross-functional experience ranging from investment banking, private equity, M&A, merger integration, FP&A / strategic planning, project finance, joint ventures, infrastructure investments, corporate restructuring, MLP structure, treasury, and asset management. - Executive Joint Venture Representative of a multibillion-dollar joint venture. - Transaction experience in mergers, acquisitions, divestitures, and JVs worth over $7.0 billion. - Involvement in infrastructure investments, green field, and project finance deals worth over $2.0 billion. - Corporate strategy activities including IPO analysis, restructuring, and monetization of over $4.0 billion. - Debt, equity, and hybrid issuances of over $2.0 billion.
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    Microsoft Word
    Microsoft Excel
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    Project Analysis
    Forecasting
    Budget Planning
    Training & Development
    Due Diligence
    Strategic Planning
    Finance
    Corporate Finance
    Financial Modeling
  • $200 hourly
    • 0.0/5
    • (0 jobs)
    I'm a developer of biofuels, carbon capture and other clean energy projects based in Houston, Texas. My background is a combination of accounting in finance. Previously, executed $10B of M&A transactions at Evercore across the Aerospace & Defense and Industrials landscape. Trained accountant with 10 years of forensic accounting experience assisting clients with technical accounting, accounting investigations and other management consulting experience. I hold my CPA and CFE certifications and speak Spanish fluently.
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    Financial Analysis
    Capital Markets
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    Financial Modeling
  • $135 hourly
    • 0.0/5
    • (0 jobs)
    ABOUT ME I'm an Operations Leader with a passion for guiding companies through the complexities of rapid scaling and growth. My experience spans large enterprises and multiple startups, giving me a diverse background that sets me apart as a leader. I've achieved proven success in building and leading teams across People Operations, Sales, Customer Success, Program Management, and Learning & Development. I believe in fostering inclusive collaborative cultures where individuals are engaged, empowered, and inspired to drive results.
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    Process Improvement
    Leadership Development
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    Strategic Planning
    Project Management
    Microsoft Project
    Compensation
    Succession Plan
    Budget Management
    HR Policy
    Human Resources
    Project Budget
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  • $200 hourly
    • 0.0/5
    • (0 jobs)
    As a former CEO of a SaaS and Marketing company, I pivoted my experience into consulting in several areas such as business development & sales, strategic partnerships and joint ventures, networking, strategy, and risk management. I also leverage my expansive network in the M&A (mergers and acquisitions) world for those looking to buy and or sell a company by bringing in the key players to surround the deal (M&A Attorneys, Investment Bankers, Venture Capital, Private Equity, Valuation Experts, and Accounting and Auditors). In essence, I am someone who can come in and connect the dots to help remove barriers and drive your business forward.
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    Professional Tone
    Insurance & Risk Management
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    Biotechnology
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  • $150 hourly
    • 0.0/5
    • (0 jobs)
    Hi, I'm Guillermo – Fractional CFO for Real Estate & Construction Businesses Founder of High Point vCFO | EOS-Aligned | Tech-Forward Finance Strategy After 20+ years in finance, working with small contractors to billion-dollar developers, I’ve learned this: your numbers should work for you, not the other way around. Whether you’re running a brokerage, investment firm, title company, or construction business, I’ll help you understand where your money is going, tighten up costs, and build a solid finance operation—without hiring a full-time CFO. I’m not here to overcomplicate things. I help you stay on top of your finances and use them to drive growth, cut waste, and plan ahead. What It’s Like to Work With Me: I’m practical, proactive, and honest. I’ll help you spot issues before they become problems, explain the numbers in plain English, and build financial processes that grow with your business. Most of my clients are juggling a lot—projects, hiring, margins, financing—and need someone who’s a step ahead so they can focus on running the business, not chasing spreadsheets. Real estate and construction move fast — if you're leading a business in this space and want strategic financial clarity, let’s connect. Scroll down to learn more about my approach, expertise, and the value I deliver. -Guillermo My Focus & Approach: 🔨 Real estate and construction are my core focus. I understand cash flow management, capital planning, debt structuring, and the unique financial challenges that come with managing asset-heavy and fast-moving businesses. ⚙️ I lean heavily into automation and systems. I streamline messy processes, automate reports, and build dashboards so you can stop chasing numbers and start making confident decisions. 🧭 I’m aligned with the EOS model. I help leadership teams build clarity and traction with real metrics, financial visibility, and simplified reporting that supports quarterly ROCKS and long-term vision. How I Can Support Your Business: 🔍 Cost Accounting + Job Cost Reviews • Track profitability by job, service line, or property • Identify hidden costs and plug gross profit leaks • Implement % of completion or completed contract methods in QBO • Build work-in-progress (WIP) and pacing schedules to monitor job health 💻 Financial System Setup & Optimization • Implement Bill.com to streamline AP and save thousands in late fees + admin time • Integrate Botkeeper + QuickBooks Online for automated transaction-level accounting • Leverage BrokerMint for deal-level insights and trust account compliance • Utilize Fathom for accurate forecasting, up-to-date budgeting, and multi-entity consolidations 🧠 Finance Team Leadership & Accountability • Hire, train, manage, and evaluate accounting staff • Define clear roles, build close calendars, and create accountability systems • Step in as interim leadership or behind-the-scenes process builder 📋 Repeatable, Documented Finance Processes • Deliver clear SOPs for AP, invoicing, reconciliations, and monthly close • Build process maps that reduce errors and make onboarding easier • Optimize internal workflows for speed, accuracy, and clarity 📈 Strategic Financial Forecasting • Weekly dashboards that show what’s working (and what isn’t) • Forecasts tied to sales cycles and project pipelines • Actionable insights that inform decision-making—not just reporting Real Value I've Added: • Saved a house-flipping client $100K+ per year by implementing Bill.com, streamlining AP approvals, and eliminating late fees and admin overload. • Increased gross profit by 12% after reviewing project-level costs in QuickBooks and flagging overruns in subs, materials, and change orders. • Built a pacing dashboard tied to property acquisition, renovation timelines, and expected sale dates to better manage cash flow and lender draws. • Cut financial close time by 50% by setting up a close calendar, defining team roles, and automating transaction entry with Botkeeper + QBO. • Delivered a fully documented accounting and finance process playbook that included WIP schedules, job profitability tracking, and SOPs for scaling operations. What I Stand For: 👉Integrity and Transparency I build trust with clients by being honest, clear, and upfront about financial insights, challenges, and opportunities. 👉Strategic Innovation I leverage innovative tools and strategies to deliver measurable, cutting-edge results for your business. 👉Client-Centered Collaboration I prioritize understanding client goals by asking the right questions and tailoring strategies to their unique needs.
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    Financial Policies & Procedures
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    Cross Functional Team Leadership
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  • $340 hourly
    • 0.0/5
    • (1 job)
    Executive Officer with broad entrepreneurial experience, centered on start-up strategic planning and management. 17 years of civil litigation (both commercial and catastrophic injury) trial work. Certified Mediator. Advisor. Investor.
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    Legal Consulting
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  • $225 hourly
    • 0.0/5
    • (0 jobs)
    Looking for reliable tax and accounting solutions in Canada or United States? I’m Riaz, a CPA with 35+ years of global corporate experience and a Fractional CFO for clients in technology, SaaS, healthcare, real estate, and financial industries in Canada and United States. How I Can Help You: ✅ Complete personal & corporate tax filing for Canada ( T1, T2, T4, T5) ✅ Complete personal & corporate tax filing for US ( 1040,1065,1120-S,1120) ✅ Financial statements and Reports (GAAP and IFRS) ✅ Tax planning strategies to minimize tax liability ✅ Streamlined financial processes for better efficiency ✅ Provide full support on mergers, acquisitions, and corporate restructuring Why Clients Choose Me: ✔ Over Three decades of hands-on experience in US and Canadian taxation & global accounting (GAAP and IFRS) ✔ Quick turnaround with attention to detail ✔ Personalized service focused on your unique goals ✔ Proven success with top companies across various industries ✔ Expertise in complex accounting matters and regulatory compliance
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    Oracle NetSuite
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    Tax Planning & Advisory
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    CPA
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